Estate Planning Jobs in Mamaroneck

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Posted On Sep 21, 26
Full-time 14 views Experience : Min 7 yrs required

with overseeing the tax planning and compliance functions for... ultra-high net worth individuals and their families, with a particular focus on clients in the financial services sector, such as those involved with hedge funds, private equity, and other investment-related fields....

Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

engagements for high-net-worth individuals, family offices, and closely held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income,... estate, gift, and wealth transfer... taxes. - S...

Posted On Sep 08, 26
Full-time 9 views Experience : Min 5 yrs required

Job Title Senior Real Estate Services Title Agent Job Responsibilities... wide range of real estate documents, including deeds, mortgages,... easements, liens, and surveys, to identify any encumbrances or defects. - Proactively identify and resolve complex title issues, such as breaks in...

Full-time 6 views Experience : Min 4 yrs required

Title: Associate Attorneys (Multiple Positions) Job Responsibilities: - General Litigation Associate: Responsible for all aspects of litigation from discovery through appeals. - Labor & Employment Law Associate: Involves working on arbitrations, collective bargaining negotiations, advising on labor and employment-related statutes, and handling related...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services,...

Full-time 9 views Experience : 6-10 yrs required

Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Responsibilities: The Defense Litigation Associate Attorney will support the Medical and Life Sciences department in defending general and premises liability cases for various clients, including senior living facilities, healthcare providers, and...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 10 yrs required

support to partners, associates, and department staff. The role primarily focuses on sophisticated land use, zoning, real estate development, and municipal matters.... Key responsibilities include: - Providing high-level administrative and practice support to attorneys and department staff. - Managing detailed attorney...

Full-time 6 views Experience : Min 5 yrs required

Client International Tax and Estate Planning Associate / Senior... Client International Tax and Estate Planning Associate / Senior... tax matters and cross-border planning strategies that address complex... legal considerations. The successful candidate will develop sophisticated estate planning and tax-efficient res......

Full-time 8 views Experience : 3-7 yrs required

law firm. The primary responsibilities include: - Engaging in domestic and international estate planning with a focus... on sophisticated drafting - Handling estate and trust administration - Ensuring... estate and tax compliance - Directly... engaging with a high-net-worth clientele, offering personalized and professional le...

Full-time 3 views Experience : Min 10 yrs required

Advise clients on sophisticated estate planning strategies, including trusts,... wills, business succession planning, asset protection, and wealth... planning. Handle complex trust and estate administration matters. - Counsel... regarding federal and state estate, gift, income, and fiduciary... on tax, trust, and estate planning aspec...

Posted On Sep 14, 26
Full-time 39 views Experience : Min 9 yrs required

Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...

Posted On Sep 14, 26
Full-time 14 views Experience : 6-6 yrs required

Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...

Posted On Sep 14, 26
Full-time 12 views Experience : Min 3 yrs required

Title . Private Bank - Private Banker - Associate Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...

Posted On Aug 09, 26
Full-time 26 views Experience : 1-12 yrs required

of legacy planning and estate administration matters, guiding clients... wealth transfer and Overview A law firm invites applications from an attorney with 1–6 years of hands-on experience in legacy preservation and estate settlement. The successful candidate... will handle end-...

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